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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,500 | $102,382-40.9% | $147,005-58.8% | $80,874-25.2% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.2%+4.3pp | 67.6%+18.8pp |
| Annual return | 14.91% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $4,140 | $3,715+11.4% | $4,934-16.1% | $2,756+50.2% |
| Participant deferral / active EE | $10,234 | $6,646+54.0% | $8,070+26.8% | $4,297+138.2% |
| Admin fee / account holder | $5,376 | $7,942-32.3% | $13,006-58.7% | $6,935-22.5% |